Wind River going up, up, up! Message Board

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Technology Stocks : Wind River going up, up, up!

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To: Allen Benn who wrote (8596)	10/7/2000 3:28:57 PM
From: peter grossman	Read Replies (1) of 10309

Allen, "In my model, I will be collapsing the DSL and cable modem lily ponds into a single, combined home gateway lily pond. Given the obvious importance of the home gateway, I would expect this lily pond to be in the top three or four of WIND’s lily ponds." I am invested in WIND basically because I regard it as relatively safe, while at the same time offering untold potential. The safety comes in part from the number and variety of lily ponds. The potential comes from the possible enormity of any or many of the lily ponds. Lately, it seems like the number is increasing while the potential of many is also increasing, as is the likelihood of many bearing more fruit sooner. Care to elaborate any on your lily pond model? What are the three or four largest, and is there any reasonable way to quantify future returns? Is there a satisfactory way to estimate unit royalty payments? When you collapse means of broadband access into a single lily pond, that pond alone may accrue more retained earnings than WIND has had in its history. If that pond is a node along a network of WIND lily ponds, then are there practical limits? Thanks, Peter

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